Shufro Rose & Co’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.38M | Hold |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $280K | Buy |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $462K | Hold |
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|
2018
Q3 | $581K | Hold |
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|
2018
Q2 | $556K | Hold |
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|
2018
Q1 | $513K | Hold |
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|
2017
Q4 | $512K | Buy |
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|
2017
Q3 | $465K | Hold |
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|
2017
Q2 | $439K | Hold |
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|
2017
Q1 | $433K | Hold |
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|
2016
Q4 | $431K | Hold |
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|
2016
Q3 | $389K | Hold |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $351K | Buy |
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